Disney joins OpenAI [Video]

Ipek Ozkardeskaya Swissquote Bank Ltd

The S&P 500 edged higher yesterday as investors digested the Fed’s 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs — circularity, high debt, and uncertain revenues. Broadcom’s strong results weren’t enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars!

On the macro front, next week’s US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it won’t answer The Million Dollar Question: Is This A Bubble!

Author

Ipek Ozkardeskaya

Swissquote Bank Ltd

Ipek Ozkardeskaya began her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked in HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients.

EUR/USD looks firm well above 1.1600

EUR/USD picked up a bid on Monday, pushing up toward the 1.1650 area in response to fresh weakness around the US Dollar, all following President Trump threats to escalate tariffs on eight European countries opposing his proposal to take Greenland. With US stock and bond markets closed for Martin Luther King Jr. Day, liquidity is likely to be thin.

GBP/USD reclaims 1.3400 and above

GBP/USD found its footing after a soft start to the week, edging slightly above 1.3400 on Monday. The Btitish Pound benefits from a weaker Greenback, as markets react to President Trump’s latest tariff threats against Europe over Greenland.

Gold targets $4,700 on broad USD selling

Gold attracts strong buying interest at the start of the week, surging to a fresh record high near $4,700 per troy ounce. Markets turned more cautious after US President Trump threatened tariffs on eight European countries opposing his plan to acquire Greenland, a shift that helped support the precious metal.

Dogecoin, Shiba Inu, Pepe in a freefall, echoing Bitcoin’s drop

Meme coins, such as Dogecoin, Shiba Inu, and Pepe, extend the decline from last week, with a roughly 3% drop on Monday. The meme coins trade below the crucial moving averages, aiming for the immediate support to potentially reset the momentum.

When tariffs become ammunition and capital becomes the battlefield

Markets opened the week like a risk engine hitting a pothole at speed. Equities stepped back, gold vaulted to fresh highs, Treasuries caught a bid, and the dollar, outside of havens, took on a soft bid. This was not a data-driven wobble or a valuation purge.